Virtual Wealth Advisor

Citizens Financial Group • Fairlawn, OH

1d • Onsite

About The Position

Citizens Wealth Management is a high-quality provider in the investment services industry, focused on growing its market share. The Virtual Wealth Advisor is a key role within the Wealth Management division, responsible for proactively identifying and selling a broad array of Investment and Insurance products to mass affluent clientele. This role is based out of a Citizens corporate office location and involves working with customers virtually via phone and video. The primary objective is to grow client assets, retain and acquire new clients by serving as the single point of contact for investment needs. The advisor must comply with all Citizens Financial Group policies and procedures, as well as regulatory and legal requirements. The role requires a holistic delivery of outstanding service and sales solutions in a virtual capacity to meet clients’ financial needs and goals. The successful candidate will engage with customers in a virtual capacity within a set circuit of branches to determine investment needs, recommend strategies, and present investment choices by analyzing client information such as assets, income, debts, cash flow, and tax status. The Virtual Wealth Advisor compares and evaluates investment options, identifies strategies and products based on market conditions and client circumstances, and strives to meet and exceed sales goals. The role also involves proactively engaging potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Requirements

• Active Series 7, 66 (65 and 63), and life insurance licenses
• Established track record of top-ranked sales performance
• Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
• Able to adapt quickly to changing requirements or environments

Responsibilities

• Aspire to deliver world-class customer service
• Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience
• Proactively seek ways to develop and expand client relationships
• Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
• Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

Benefits

• competitive pay
• comprehensive medical, dental and vision coverage
• retirement benefits
• maternity/paternity leave
• flexible work arrangements
• education reimbursement
• wellness programs
• Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees